Advisory Services

Wealth Builder

Wealth Builder

Fundamentally strong companies with potential of exponential growth available at attractive valuations –
hand-picked by StockAxis through its deep research, extensive experience and insights.

OBJECTIVE
The objective is enabling our clients to take advantage of the opportunities available in the mid cap companies.
The research team endeavours to identify companies which are likely to do well in short to medium term investment duration.

STOCK SELECTION APPROACH
StockAxis’ ‘Wealth Builder’ team of research analysts have years of experience in spotting
fundamentally strong growing businesses. The StockAxis ‘Wealth Builder’ team looks for
businesses who will be witnessing exponential growth and the market will recognize it within
the short term. Exponential growth could be due to various reasons like big order, price hikes etc.
These businesses are spotted through extensive research and analysis which include past performance,
track record of the promoters and management, growth stage of the industry the business belongs to,
its competitors, etc.

Step 1: Fundamental strength at an attractive valuation
The ‘Wealth Builder’ research team uses a number of proprietary screening tools to shortlist stocks
(among the large universe of companies) that meet the parameters of having fundamental strength
while being available at an attractive price.

PHILOSOPHY
StockAxis applies bottom-up fundamental research to uncover wealth builder stocks available at
an attractive entry price with the potential to rise exponentially on being recognized
by the markets. We look for robust companies with strong fundamentals
that are well-positioned to witness price rise over the short term. We bring to our customers
such companies at attractive valuations to maximise their investment returns. Our benchmark is
to out-perform the S&P BSE Midcap index.

Investment in equities is subject to market risks. Notwithstanding all the efforts
to do best research, clients should understand that investing in equities, involves
a risk of loss of both income and principal. Please ensure that you understand fully
the risks involved in investment in equities.